Vanguard Personalized Indexing Management, LLC
Position in WD — Walker & Dunlop, Inc.
CIK 1767306
OAKLAND, CA
Position in WD
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$233,295
-$114,898 QoQ
Shares Held
4,265
+2.4% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#170
of 266 holders
Holding Since
Mar 2024
7 quarters on record
Voting authority
Sole 56%
Shared 0%
None 44%
Common Shares in WD Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026Vanguard Personalized Indexing Management, LLC holds $3,265,978 across 5 Mortgage Finance names. WD ranks #3 (7.1% of the industry book) .
All Filings in WD
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $233,295 | 4,265 | Shares | Sole | 2026-08-11 | |
| 2025-09-30 | $348,193 | 4,164 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $204,744 | 2,905 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $208,790 | 2,446 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $201,613 | 2,074 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $242,060 | 2,131 | Shares | Sole | 2024-11-12 | |
| 2024-03-31 | $208,385 | 2,062 | Shares | Sole | 2024-05-09 | |
| No filing history on record for this holder in this stock. | ||||||